LWA

Lowe Wealth Advisors Portfolio holdings

AUM $274M
1-Year Est. Return 14.31%
This Quarter Est. Return
1 Year Est. Return
+14.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$167M
AUM Growth
+$1.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1
+$826K
2
+$408K
3
+$271K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$235K
5
NLY icon
Annaly Capital Management
NLY
+$162K

Top Sells

1
+$5.51M
2
+$790K
3
+$348K
4
IYY icon
iShares Dow Jones US ETF
IYY
+$157K
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$127K

Sector Composition

1 Real Estate 1.47%
2 Consumer Staples 1.08%
3 Technology 0.93%
4 Materials 0.63%
5 Industrials 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3K ﹤0.01%
29
227
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227
228
$3K ﹤0.01%
+20
229
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49
230
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16
231
$3K ﹤0.01%
25
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75
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9
234
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77
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124
236
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50
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30
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25
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96
240
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50
241
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43
242
$3K ﹤0.01%
20
243
$3K ﹤0.01%
150
244
$2K ﹤0.01%
125
245
$2K ﹤0.01%
32
246
$2K ﹤0.01%
25
247
$2K ﹤0.01%
13
-12
248
$2K ﹤0.01%
150
249
$2K ﹤0.01%
40
250
$2K ﹤0.01%
80
8 9
10
11 12